Elite Wealth Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-8,589
| Closed | -$229K | – | 436 |
|
|
2014
Q3 | $229K | Sell |
8,589
-8,898
| -51% | -$237K | 0.21% | 67 |
|
|
2014
Q2 | $467K | Sell |
17,487
-49,331
| -74% | -$1.32M | 0.47% | 55 |
|
|
2014
Q1 | $1.77M | Buy |
66,818
+38,482
| +136% | +$1.02M | 1.43% | 13 |
|
|
2013
Q4 | $752K | Sell |
28,336
-24,116
| -46% | -$640K | 0.55% | 42 |
|
|
2013
Q3 | $1.34M | Buy |
52,452
+43,523
| +487% | +$1.11M | 1.18% | 16 |
|
|
2013
Q2 | $239K | Buy |
+8,929
| New | +$239K | 0.35% | 36 |
|